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Handbook
Learning Point
WS 2018/2019
Table of Content
1. Checklist ................................................................................................... 1
2. First steps ................................................................................................. 2
3. J: Drive (eXpand folder) ............................................................................ 2
4. VPN .......................................................................................................... 2
5. E-Mail ....................................................................................................... 4
6. Introduction into moderation and taking minutes .................................... 4
7. Feedback methods ................................................................................... 5
8. Payroll Accountancy ................................................................................. 5
9. Knowledge management.......................................................................... 6
a. Moderation and taking the minutes ........................................................................................... 6
b. PF visits ........................................................................................................................................ 6
c. Literature ..................................................................................................................................... 7
10. Total Quality Management .................................................................... 7
a. TQM ............................................................................................................................................. 7
b. CIP (Continuous Improvement Process) ...................................................................................... 7
11. Application Management ...................................................................... 8
12. Business Plan ........................................................................................ 8
13. Staff purchases ...................................................................................... 9
14. PDCA – Handing Over ............................................................................ 9
15. Competence Management Project ........................................................ 9
16. Aim Sheet .............................................................................................10
17. Payroll-handbook .................................................................................15
a. Social Insurance (ACT) ............................................................................................................... 22
18. CITAVI ..................................................................................................38
19. Miscellaneous ......................................................................................41
a. Teacher matters ........................................................................................................................ 41
b. Team-Leader .............................................................................................................................. 42
c. World Café ................................................................................................................................. 42
Handbook Learning Point WS 2018/2019 Page 1
1. Checklist
Basics
Read the handbook carefully as it is very important! Get an overview about the J: Drive on the PCs inside the office
Check your emails
Check if BMD is installed
Check if you have all necessary passwords
Look at the aim sheet from your previous semester, change it and plan the semester
Do your staff purchase
You are responsible for the CIPs (Continuous improvement processes)
Suggestion to the management regarding the application process and you are re-
sponsible for the evaluation of the applications
You are responsible for the Competence Management Project
Meetings
Give a short presentation about “Minutes taking and moderation”
You as LP have to write the first minutes (be prepared)
Evaluate Schielleiten and the handing over process as well as the information evening
Create feedback methods for each meeting (start is the third meeting)
Introduce your colleagues the PF visit and summary all PF visits
Manage the competence management project
Citavi – PF literature should be searched.
Pay roll
Register/check whether the employees are registered at the insurance health com-
pany (ELDA)
Check whether the personal master data are correct in the Excel sheet or change it
Execute the payroll
All issues on the checklist are explained in the following handbook!
Handbook Learning Point WS 2018/2019 Page 2
2. First steps
You will find a short overview about the most important activities for the first weeks. There
will be a more accurate description about the main task of the process Learning Point at the
handing over process as you want to.
3. J: Drive (eXpand folder)
Try if you can log on at the PCs inside the office and if you have access to the J:Drive on the
PCs. This drive is used as a storage for all important documents and data from the last se-
mesters. It is very helpful before creating something new or executing a task to have a look
on the Drive if something similar already exists. If so, you can copy, use and modify it as you
want. Do not forget to store it on your own folder to give the next generation of PANDAS the
possibility to work with it. Here is the exact link to our folder: J:\Expand WS 2015_2016\
4. VPN
If you are using a “Windows-Notebook” you can also install the VPN client, offered from the
university, to have access to the J drive at home.
The following steps are necessary to follow to install the VPN-Client:
1. Install the Cisco AnyConnect (VPN) at your notebook
Please log on the website https://univpn.uni-graz.at as you can see below
Then you will able to download the Cisco AnyConnect client by click on the fol-
lowing button
Handbook Learning Point WS 2018/2019 Page 3
After the download, you will be able to connect your private notebook with the
university network
To check the connection, the icon will appear on the right bottom of your
screen, instead of your internet-connection-icon
a) Connection to the J:Drive
Please start your explorer and click on “Computer” on the top of the screen
and choose “Netzlaufwerk verbinden”
The following window will appear. Please choose the drive J: and insert the fol-
lowing file folder: \\StudFS-Daten.stud.ad.uni-graz.at\uefa2$
If you click on “Fertig stellen”, the following login screen will appear, where you
have to fill in your UGO-password to get the access to the practice firm drive J:
Handbook Learning Point WS 2018/2019 Page 4
b) After these adjustments you can find the J:drive folder as one drive of your notebook
in your explorer
c) The necessary steps for your next access, are just the connection with the Cisco Any-
Connect client and the selection of the practice firm drive at your explorer to insert
your password
5. E-Mail
Try to check your e-mails as regular as possible. Monitoring and Support stores your e-mails
in one of the suitable folders inside the webserver.
Webpage: email.uni-graz.at
You can find the username and the password on the password list.
6. Introduction into moderation and taking minutes
For the last years Learning Point have always provided their colleagues an introduction into
moderation and taking the minutes. Look on the J:Drive for old versions of this handout and
adapt it as you want.
Tip! Already at the first meeting someone has to take minutes! Probably only a few PF
members will know how to do that. Therefore it would be advisable that someone from
Handbook Learning Point WS 2018/2019 Page 5
Learning Point is prepared for taking the minutes. The protocol/minutes should reflect short-
ly the main key points and decisions. An example also can be found on the J:Drive.
7. Feedback methods
Learning Point’s responsibility is to prepare a suitable feedback method at the end of each
commercial or pedagogical meeting for the moderator. This means that LP has to search for
different methods to give the moderator feedback regarding his style of moderation. On the
J:Drive you can find methods which were already used. Try to find new methods and new
ways of giving feedback to the moderator. Do not forget that you as LP are responsible for
continuous development and improvement. We experienced in the past that it is nice if you
use methods where the moderator can take her/his feedback with her/him. You start with
the feedback methods at the third meeting.
Tip! Be aware that giving feedback is not the same as doing evaluations. Regarding the first
meeting LP can provide feedback methods for the first moderator (normally the manage-
ment).
8. Payroll Accountancy
Learning point is responsible for the monthly payroll accounting. That means that you will
work together with the Accountancy department and provide them a calculation of the
monthly wages and relevant sums for the regional medical insurance and tax office. You find
further information at Chapter 20. In adition you have to transfer the proper amounts to the
relevant agencies.
For this you should work well together with the Accountancy department. This means that
you should talk early about the deadlines, and how the work will be divided between you. In
order to get the full benefit and to learn how the BMD Program works, you should not let
the Accountancy department take over your part.
BMD
Handbook Learning Point WS 2018/2019 Page 6
You should check at the beginning of the semester if you can use the program properly. If
you have any problems try also to get in contact with Mr. Dreisiebner.
9. Knowledge management
Sometimes people have a lot of knowledge and good information but they do not know how
to organize and structure it. Other people do not even have the relevant know-how and lack
information. So as a member of Learning Point, you have to provide such important infor-
mation and to prepare useful guidelines for all members in order to expand knowledge and
support a good learning environment.
a. Moderation and taking the minutes
At the beginning of the semester LP introduced all members into „moderation and taking-
minutes“. Due to the fact, that during meetings someone is taking the of the most important
discussion points. The two guidelines can be found at J:Drive in the file of Learning Point.
One important fact regarding „Taking Minutes“ is that even at the first meeting somebody
should take the minutes. So you as LP should be prepared for this task at the first meeting.
Furthermore LP can advise you to work independently whenever it goes. Just ask the man-
agement if you really do not know what to do and what your responsibility is. Regarding the
moderation and taking minutes lists (who is when responsible for taking minutes or modera-
tion) you should know that Monitoring & Support is responsible for this organization.
b. PF visits
Another useful guideline was created regarding the organization of the PF visits. It is advisa-
ble to prepare yourself for practice firm visits in order to know what you want to know and
which questions you could ask the PF teacher. Therefore LP has prepared also a handout for
the PF visit. Try to contact schools as soon as possible as it sometimes take a while until you
find a school that wants you to come. Watch out that you do not visit a practice firm, which
has been visited in the previous semester of where one of your colleagues is already going
to. If you want to present your practice firm eXpand at the visit, we already have prepared a
presentation about the eXpand in our folder on the J:Drive and Moodle.
Handbook Learning Point WS 2018/2019 Page 7
c. Literature
As a member of Learning Point, you are responsible for the knowledge management. LP
should also provide relevant articles which deal with practice firm modeling, assessment and
other practice firm relevant topics and issues. The software to management all articles is
called Citavi. Get in touch with Mr. Dreisiebner to get the latest version of the file of Citavi,
where all previous articles are stored. Your responsibility as Learning Point is to add more
articles to the database and discuss the articles in one of the pedagogical meetings.
10. Total Quality Management
a. TQM
The Total Quality Management helps to enhance the business side of the practice firm as
well as the learning side. That means that the practice firm should also be a learning place
for the students. The Practice Firm Model is main part in the teacher education. It is a two-
way “Learning Empowerment loop”: On the one hand PF as working side: working and
learning in the model, where students can use their academic skills. On the other hand the
PF as learning side: working and learning on the model. The process Learning Point is re-
sponsible to help the other PF members to step out of the PF as a working place and reflect
their activities.
b. CIP (Continuous Improvement Process)
As mentioned the Process Learning Point supports the other PF members to improve their
work in and on the model “Practice Firm”. Every department/process, which means every
student, should think about what he/she can contribute to the continuous improvement
process in order to reach the main goal of the practice firm.
For this you will provide a form for their CIPs (talk to the management how they wish it dur-
ing your semester). You will find the handout and the form in the eXpand folder on the
J:Drive. It is important that you remind the other members on a regular basis because they
will be very involved working within the business. Nevertheless a significant part of the
model Practice Firm is to reflect and improve your own work.
Handbook Learning Point WS 2018/2019 Page 8
Note also the fact that you present all CIPs in the meetings, so that the management and the
other PF members are informed and the CIPs can eventually be discussed. On the J:Drive you
will also find the CIPs of the previous semesters.
11. Application Management
Together with KFUNIline the application process has to be managed and organized. As you
already know LP is responsible for the organisation of the whole process. However, the deci-
sion for newcomers will be made by the management. But do not underestimate LP respon-
sibility within the application process.
Before the PF info evening, where all newcomers and applicants will be informed about the
practice firms and departments/processes, all relevant information regarding the application
process should be defined and found on eXpand’s website. The newcomers and applicants
should be well informed and should find the right information at the right time and place. LP
of eXpand and KFUniline worke together and assess all incoming applications. Of course,
there exist differences between the two firms (e.g. language), so it is necessary to find an
objective way. The results then were handed over to the management and give them a sug-
gestion how to position the new applicants. If there are applications of less quality, do not
hesitate to contact the management – that’s your job. LP’s task also was to present the crite-
ria and how they assessed the papers to their colleagues. Things you noticed can also be
mentioned but never mention exact names or make fun of any applicant!
Tip! The excel sheet with the evaluation criteria can be found on J:Drive. Try to evaluate the
applicants together.
12. Business Plan
The Business Plan of eXpand has to be adapted every semester. Learning Point is responsible
to get from every department a revision of the current version for its relevant part in the
business plan. By the end of the semester, the final version of the business plan has to be
provided to Ms. Riebenbauer.
Handbook Learning Point WS 2018/2019 Page 9
13. Staff purchases
Each firm member has to realize three staff purchases. The exact dates by when all purchas-
es have to be finished are set by the management. One staff purchase has to be done
at your PF visit on site. The others should be realized with a PF in Austria and one with a PF
abroad. Try to order with credit card or order directly via homepage.
The amount of money that is available for your purchases will be fixed during the current
semester by Learning, so it is important to check at the beginning of the semester the
monthly payroll, respectively the net income of the employees. For the assessment of your
work as a student be aware that you have to do all three purchases. This means that you
should give your best in finishing the purchases successfully. Try to order as early as possible.
If you don’t receive an invoice or a delivery contact the practice firm early enough and ask
for your order. If they don’t react, contact them again and cancel your order. Document all
of your steps. Make sure that you have access to the bank data and watch out that you pay
your invoices from the employee account and not from the company account.
14. PDCA – Handing Over
Learning Point is responsible to manage the handing over to the students of the next seme-
seter. Date and time will be agreed with the management. All members of each department
and process are available for one hour and conduct the handing over of eXpand. The most
important and relevant information and data for a reactivation of eXpand will be talked
about.
15. Competence Management Project
Learning Point is responsible to manage the development of the competences of the stu-
dents during the semester. On the J:Drive there is a Video tutorial, how to work with the
competence excel sheet. There is as well a documentation, which has to be updated every
semester. There is a table for teacher’s competences and an excel sheet for student’s com-
petences to be evaluated. It is up to the management to define for every semester the de-
tailed tasks to be done in relation to the competence management project.
Handbook Learning Point WS 2018/2019 Page 10
16. Aim Sheet
The aim sheet will help you to get an overview about the major tasks of the process Learning
Point. You will find the aim sheets on the J: Drive
For each semester every department/process will determine what aims they will achieve
with the department/process. In preparing the targets, the SMART formula can be used:
S specific (the aim must be exact, which means clearly defined) M measurable A achievable / attractive R realistic T terminable (date until when the target are achieved)
Note that the measured variables are essential. You should think carefully about how each
aim should be measured and what you want to achieve with the respective activity. The aim
sheets will be shown by the team leader to the management during the semester and
should be adapted continuously. It is advisable to create a complete aim sheet including
deadlines already in the beginning. This also facilitates the division of your work tasks within
the process. Check therefore the J:Drive. An example is shown below:
Handbook Learning Point WS2018/19 Page 11
Targets/Tasks Responsibility Description Measured variable
Maturity Date due Done
Daily Business
Introduction in moderation and taking minutes
JF Give members of PF all infor-mation that are needed for doing this job
Store documents with needed information on the network
Short-term Beginning of semester
PF- literature LP Provide adequate literature for members of eXpand
Store 3 new, adequate, useful and actual articles in citavi and introduce them to the other mem-bers and send them the link
Long-term During semes-ter
Feedback Methods
LP
Provide a variety of feedback methods for evaluating the moderator of middle to bigger groups
At every PF meeting where an internal moder-ator is speaking, one feedback method should be provided and stored local
Long-term During semes-ter
Feedback Schielleiten
CP Provide a larger feedback method for Schielleiten
Evaluation of the feed-back method and presen-tation of the results in our 3rd meeting
Short-term 2nd and 3rd meeting
PF- visit docu-ments
KB Provide an information sheet and a visiting-list for the PF- visits
Store and provide these documents for this semes-ter
Short-term Beginning of semester
PF- visiting reports
JF AB
Ask colleagues for writing a report of his or her PF- visit in school
Prepare method for dis-cussion of PF visit experi-ences for 8th meeting
Short-term 25th Novem-ber
Department: Learning Point (LP) Aimsheet Team leader: Kevin Burian (KB) WS 2018/19 Team members: Anna Brandstätter (AB), Jasmin Fischer (JF), Christian Petz (CP)
Handbook Learning Point WS2018/19 Page 12
Business Re-port
KB
Provide a short business report with all highlights of this se-mester
At the end of this semes-ter the report will be available on our Drive
Short-term End of Semes-ter
Handing- over
Feedback on handing- over- process
AB Evaluate the last handing- over process and sum it up
Lead an evaluation on our given handing- over pro-cess and collect the out-put
Short-term 2nd and 3rd meeting
Information on handing- over- process
CP Give information on the hand-ing- over process we do at the beginning of the next semester
Sum the feedback up and provide a check list for the next handing- over pro-cess
Short-term End of semes-ter
Handing- Over handbooks
CP
Edit existing handbook and add missing information; es-pecially new data about ELDA-system
Have updated handbooks ready at the end of the semester
Short-term End of semes-ter
Doing the handing- over- process
LP
Doing the handing- over pro-cess for next LP: meet next semester’s students to intro-duce them to their practice firm
All Information are given for the upcoming LP, no questions are open
Short-term March 2019
Will be done
Applications KB
Read and choose new mem-bers of all departments of both companies for the next semes-ter. Presenting the results.
All received applications are reviewed by diverse criteria and reported to the management
Short-term End of semes-ter
Ongoing Semester Activities
Payroll Excel / ELDA
KB CP
Conduct payroll values for the accounting department on a monthly basis; doing the statement of contribution paid in ELDA
All payroll bookings are done on the 15th every month
Long-term During the semester
Payroll BMD
JF AB
Bookkeeping of payroll in BMD;
All payroll bookings are done on the 15th every
Long-term Hence No-vember
Partly done / next semes-
Handbook Learning Point WS2018/19 Page 13
Changing the calculation from Excel to BMD
month ter
Templates LP Update current templates at LP at the J Drive
Everyone is responsible for updating templates in his or her area of respon-sibilities
Long-term During the semester
Info-evening LP Help to prepare the info-evening for the next semesters student’s
A successful info-evening Short-term 04th or 5th December 2018
TQM KB
One suggestion for improve-ment of LP and coordinate suggestions of the other de-partments
Finished improvement list written for a realistic im-plementation
Short-term End of semes-ter
Quality Audit
Creating a timeline / Sta-tus quo
JF Give an overview about im-portant dates and which things have to be done
The preliminary timeline is presented in our 3rd meet-ing
Short-term 3rd meeting
Coordination of all tasks
JF AB
Allocate tasks to get all de-manded documents for the Quality Audit
Complete folder with all documents
Long-term End of semes-ter
Creating docu-ments
KB CP
Criteria A01 – A03; B10 – B13; C01 – 06
Complete all documents, which have to be pre-pared from Learning Point
Long-term Middle of December
Social Skills
Improve team-work
LP Work together on different tasks
Good working environ-ment, internal meetings, everybody finishes his own part in the agreed time
Long-term During the semester
Handbook Learning Point WS2018/19 Page 14
Communication LP Communicate with each other effectively, listen carefully to each other (to all pandas)
Everybody knows about the tasks which have to be done, everybody reads meeting reports
Long-term During the semester
Work efficient-ly
LP
Never forget a task and finish everything on time, keep time management in mind and try to be as fast as possible
Hand in all tasks in the agreed time
Long-term During the semester
Handbook Learning Point WS 2018/19 Page 15
17. Payroll-handbook
In the following chapters you will find all information about the payroll in BMD. First there is
explained the register of the general data of eXpand. Further there is a description of report-
ing the employees of eXpand, which will be continued with the payroll of November. At the
end there is an introduction of submitting the current amount for social insurance to ACT
platform. Check if the employees are already registered, otherwise please register the ab-
sent employees in BMD.
Payroll in BMD
In fact, everything should work fine now.
1. To start a new monthly payroll, you have to choose „LOHN“ and than „Lohnbasisein-
stellungen“ and set the month and/or the year.
Handbook Learning Point WS 2018/19 Page 16
2. Than go to „Bruttoerfassung“
Handbook Learning Point WS 2018/19 Page 17
Select the „Mitarbeiter“ field and press F4 to select a customer. Press F5 to give him a new
earning. Basically you write in the last number as last month in the „Lohnart“ field. That
should be 1000 for employees and 1200 for workers. On the left you can see the previous
earnings oft he year. Do this for every employee. You also have to submit „Weihnachtsremo-
ration“ and „Urlaubsgeld“ separately!!!
Handbook Learning Point WS 2018/19 Page 18
Handbook Learning Point WS 2018/19 Page 19
3. Abrechnungsstapel durchführen
Handbook Learning Point WS 2018/19 Page 20
4. Lohnset drucken -> print out the payroll
Handbook Learning Point WS 2018/19 Page 21
5. To see the payroll in detail for the accounting, go to „Abrechnung ansehen“
Handbook Learning Point WS 2018/19 Page 22
a. Social Insurance via ELDA
If you are finished with the monthly payroll you have to submit the current amount to the
social insurance (this is the so called “Beitragsnachweis”). Before the term 2018/2019 the
social insurance was generated with the ACT platform. This term (WS 18/19) we downloaded
the ELDA software, which has the advandage, that the ELDA is the original software for the
social insurance. So we work with Original software, which is also used in practice. The dead-
line for handing over the information is the 15th of next month.
Step 1: Open ELDA software and Login
! IMPORTANT! ELDA software is only installed at the first computer in the PF office
Step 1: Make yourself an overview about the general functions of the software.
Handbook Learning Point WS 2018/19 Page 23
On the left hand site is an overview about all important tasks regarding the social insurance.
So in case you hire new emloyees you can add them, if you click “Dienstnehmer”. You also
can change informations concerning our company, if you click “Dienstgeber”.
“Dienstnehmer anmelden”: If you will get a new employee you have to make the registration.
Please check if all employees are registered. Please have in mind
whenever eXpand was closed down you have to register the em-
ployees too.
“Dienstnehmer bearbeiten”: Here you can make some changes regarding your employees, f. e.
increasing salaries, increasing working hours, etc.
“Dienstnehmer abmelden”: If an employee quit his/her employment contract, you have to sign
off this person from social insurance. If eXpand would be closed,
you have to sign off all employees.
“Dienstgeber Einstellungen” There you can find some specific settings for eXpand.
“Dienstgeber Abmelden” Here you can sign of the company.
Handbook Learning Point WS 2018/19 Page 24
Step 2: How to create the social insurance “Beitragsnachweis”
For the monthly social insurance you have to submit the current amount. For this you have
to click on “Beitragsnachweis”.
Then click on “Beitragsnachweisungen” “Beitragsnachweisung”
After doing this you will see following window (blank).
Handbook Learning Point WS 2018/19 Page 25
1.) First you have to choose the month. As you can see in the mask above we entered
the information for December. Attention: In November we have the supplementary
grants too.
2.) D1: enter gross salary from white-collar employees as you defined in their working
contracts. Please note, that you calculate with the correct “Beitragssatz”
3.) Sum up the gross salary from all employees and calculate KU, WF & IE again with the
correct “Beitragssatz” and also fill in the number of employees.
4.) Calculate the “BV Beiträge” and fill in the correct amount. (N89)
Then you will see the automatic generated calculation. Check if the calculation matches with
your payroll results.
Handbook Learning Point WS 2018/19 Page 26
Step 5: Click on “Daten absenden”
Mark the correct month of “Beitragsnachweisung” and click “Senden”.
We will receive a confirmation mail on our mailaccount.
Handbook Learning Point WS 2018/19 Page 27
Additional tasks for SV
b. Transaction of the employee payment with the ACT Bank
Go to www.act.at and klick to “Login”.
After that, put in the registration dates.
E-Mail address: [email protected]
Password: xan81ti
You can find these registration dates on the overview-sheet of all registration dates.
After that, choose “Bank”.
Handbook Learning Point WS 2018/19 Page 28
Than choose “ bank online” in the list on the left side of the screen.
You come to a new webpage which looks different.
Click to “Anmelden”.
Handbook Learning Point WS 2018/19 Page 29
Put in the registration dates of the business account.
You can find these dates also on the overview-sheet of all registration dates.
Verfügernummer: 13363617
PIN: 3177
Transactions
Choose “Zahlungsverkehr” in the list of the left side of the screen.
Handbook Learning Point WS 2018/19 Page 30
Choose “SEPA-Überweisung”.
Monthly salary
Choose the template “Personnel” and click on “Vorlage laden”.
Put in the right amount and write the correct month in the field of “Buchungstext”.
For the amount have a look in your Excel sheet, where you did your payroll calculation.
Handbook Learning Point WS 2018/19 Page 31
After that, click on “Absenden” to do the next transactions (communal tax, SV-DNA, SV-DGA…).
Handbook Learning Point WS 2018/19 Page 32
Communal tax
For the transaction of the communal tax, choose the template “KommSt” and click on “Vorlage lad-
en”.
Go on like the transaction of the salary to the employee account. For the right amount, have a look
on your Excel calculation.
Social insurance (Sozialversicherung) (SV-DNA, SV-DGA, BV)
For the transaction of the social insurance to the “Krankenkasse” choose “ACT SV.Online” in the list
of the left side of the screen.
Fill in the right amount, the “SV.Online Dienstgeberkontonummer” and “SV-DNA, SV-DGA, BV and
the correct month” into the field “Kommentar”.
SV.Online Dienstgeberkontonummer: 800531737
You can find this number also on the overview-sheet.
Handbook Learning Point WS 2018/19 Page 33
Click on “Absenden”.
Income tax, DZ and DB
For the transaction of the income tax, the DZ und DB to the finance authority (Finanzamt), choose
“ACT Finanzamt” in the list of the left side of the screen.
For the right amount, have a look in your Excel sheet with your salary calculation.
Steuernummer: 850/0805
You can find the “Steuernummer” also on the overview-sheet of all registration dates.
Fill in the correct month and the year, for which month you are doing the transaction.
Handbook Learning Point WS 2018/19 Page 34
Choose the right “Abgabeart”:
L=Lohnsteuer/income tax
DB and DZ
On the right field next to the “Abgabeart”, fill in the right amount.
Make sure, that all three amounts (L, DB and DZ) are in summary the amount on the left side above.
Handbook Learning Point WS 2018/19 Page 35
If you have no further transactions, click on “Absenden und weiter zur Unterschrift”.
Have a look, if you did all transactions you wanted and check the amounts once again.
After that, Click on “Alles an/-abwählen”.
TAN-Code
Now you need a TAN-Code. You can find a TAN-list in the folder called “ACC Bank”.
Make sure, that you use the right list of the Business-Account.
Make sure, that you also take the right number of the right TAN-Brief Nr. Like it is said in the text
above the field, where you put in the TAN. In this case, you have to take the Code Number 22.
Handbook Learning Point WS 2018/19 Page 36
If everything is green, everything went right. The accounting does the booking of the bank transac-
tions in BMD according the bank statement (Bankauszug).
c. Bookkeeping of the payroll in BMD
Open the BMD.
Fill in the password (PW: expand).
You can find the password also on the overview-sheet of all registration dates.
Click on “Menü” on the right side of your screen and choose the second “Buchen”.
For details to BMD have a look into the handbook of the accounting.
Choose the Symbol “BU” for booking the salary and the costs in BMD.
Make sure, that you take the next chronological reference number (Belegnummer). So have a look,
which BU number was the last and take the next.
Handbook Learning Point WS 2018/19 Page 37
For booking the salary, you have to make a “Split-Buchung”. For details have a look in the handbook
of accounting.
Special payment:
You can book the normal monthly salary and the special payment with a “Split-Buchung”.
Just put at “Special-payment” also in “Soll” like the normal salary.
SV-DGA:
BV (=Betriebliche Vorsorge):
DB:
DZ:
Communal tax:
Handbook Learning Point WS 2018/19 Page 38
18. CITAVI
CITAVI is a literature database which was created from eXpand and KFUniline members in
WS2013/14. In this database you can enter useful and important articles for your team, so that they
can find them easily. In case of any question, get in touch with Mr. Dreisiebner.
Step 1: Open CITAVI
Step 2: Click on project “ÜFALiteratur” (the current version is now Citavi 6)
If the project “ÜFALiteratur” is not available, please check with Mr. Dreisiebner the correct file name.
Handbook Learning Point WS 2018/19 Page 39
Here you can see the CITAVI database:
Step 3: Enter new articles to CITAVI database
Handbook Learning Point WS 2018/19 Page 40
Step 4: Choose one of the following items
Step 5: Enter data and pdf file
Handbook Learning Point WS 2018/19 Page 41
Step 6: Futher information
If you need more information, please use following links:
http://www.citavi.com/sub/manual4/de/index.html?101_creating_a_publication_with_word
.html
http://www.citavi.com/service/de/docs/Citavi_4_Wissenschaftliches_Arbeiten.pdf
19. Miscellaneous
a. Teacher matters
Additional to the daily PF work every department/process gets a “teacher matter”, which is
specifically for the department/process and has to be done over the semester.
Handbook Learning Point WS 2018/19 Page 42
b. Team-Leader
As a team leader you are responsible for the whole team. At the team leader meetings (ap-
prox.2 during the semester) only the team leaders have to be present. They act and talk on
behalf of the department or process. Team leaders must have a good feeling for handling
conflicts, for solving problems and to find a good balance within the group. It always de-
pends on your team members and the amount of members. So within this chapter no real
recommendations can be made regarding the position as a team leader. It just should be
mentioned that you are aware of this fact.
c. World Café
The World Café is a simple, effective, and flexible format for hosting large group dialogues.
The members should be brought into constructive discussions on topics that are relevant to
the participants. That means each PF member should understand what has to be done in
each department/process, so what tasks and works have to be fulfilled. The members are
asked to present their own work and pick up the conversation and can maybe solve some
problems. The approach of the World Café supports self-development and self-control, and
promotes self-organization. The talks are expected to take place in a relaxed atmosphere
and have the goal to make, shared knowledge and the performance advantages of the group
visible, in order to develop new perspectives and ways of thinking and action.